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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,809 | $39,286-72.5% | $80,741-86.6% | $79,391-86.4% |
| Participation rate | 95.0% | 41.0%+54.0pp | 54.2%+40.8pp | 70.7%+24.3pp |
| Annual return | 39.91% | 98.95%-59.0pp | 87.30%-47.4pp | 116.88%-77.0pp |
| Employer contribution / active EE | $226 | $594-61.9% | $1,160-80.5% | $2,428-90.7% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,145-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $647-100.0% | $3,380-100.0% | $627-100.0% |